Changes

=Configuring Associations=

This feature is accessed through Global Settings - Organizations and Users tab.

The steps for configuring are as follows:

* Enable Association feature

* Create List Views

* Configure Lookup Categories for Associations

* Enable Date Range for Associations (optional)

==Enable Association feature==

[[Associates]]/[[Associations]] – enabling this feature will allow you to associate a single contact with multiple companies. The [[Associates]] tab will be displayed in each company record – to show associated people. The [[Associations]] tab will be displayed on each contact record to display the companies that they are associated with.

The List View settings on this page allow System Administrators to define the [[list view]]s for Associated records on different profiles. See [[Configuring List Views]] for instructions.

''Lookup Roles'' allows System Administrators to delimit the roles that are returned when Associates are selected. Only those users in the roles selected in ''Lookup Roles'' will be selectable from the contacts lookup:

[[Image:AssociationSettingsPickingAssociates.png|link=]]

The ''Assignment Roles'' setting allows System Administrators to delimit the roles with which contacts can be associated with an organization. Only those roles selected in ''Assignment Roles'' will be able to be selected from the ''Role'' dropdown when associating a contact to an organization.<br />

[[Image:AssociationSettingsAssignmentRolesSelected.png|link=]]<br />